See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,311 | $116,875-71.5% | $621,730-94.6% | $116,875-71.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 90.8%+9.2pp | 74.5%+25.5pp |
| Annual return | 14.31% | 16.29%-2.0pp | 10.76%+3.5pp | 16.29%-2.0pp |
| Employer contribution / active EE | $1,361 | $3,288-58.6% | $9,871-86.2% | $3,288-58.6% |
| Participant deferral / active EE | $2,014 | $3,885-48.2% | $6,979-71.1% | $3,885-48.2% |
| Admin fee / account holder | $6,348 | $12,263-48.2% | $66,065-90.4% | $12,263-48.2% |